Client Account Services -Reference Data Specialist IV

Empowering excellence, our Reference Data Specialists deliver every client request with unmatched precision, speed, and service—driving operational success and setting the standard for quality and continuous improvement across the firm.

Job Description

As a Reference Data Specialist within the Client Account Services team, you will ensure all client requests are actioned with utmost care and diligence. You will facilitate high-quality and timely completion of all client requests, displaying great client service standards. You will manage day-to-day operations, adapt to process requirements, and meet firm-wide quality standards.

Job Responsibilities

• Understanding of custody initiations and sub custody account opening activities. 
• Exhibit the highest standards of customer service to our internal customers 
• Understanding of Financial industry is an added advantage 
• Proactively embrace learning and adapt to process requirements, ensuring excellence in every client interaction.
• Showcase Process improvements and implement process changes as necessary

 Required Qualifications, Capabilities, and skills

• Bachelor’s Degree or Graduate Degree
• 1+ years experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in custody domain. 
• Technical skills: Microsoft Office including Excel, Word, and PowerPoint
• Ability to identify risks, issues and successfully navigate through to completion
• Self-reliance and willingness to learn soft skills 

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.